A step-by-step guide to operate business better with OCLite
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Global Configuration
How Do I Change My Username, Email, or Password?
How Do I Manage Locations in OfficeCentral?
How to Add, Remove & Replace Users?
How to Manage Company’s Information?
How to Manage Public Holidays?
How to Register and Log In to OfficeCentral?
How to Set User Access in OfficeCentral? (Assign Roles)
How to Manage Company Bank Account?
What Should I Do If I Forgot My Password?
HRMS
1.1 HRMS Configurations – Manage Department
1.2 HRMS Configurations – Manage Designation
1.3 HRMS Configurations – Manage Job Classifications
1.4 HRMS Configurations – Manage Approvers
2.1 Staff Management – How to Add New Staff?
2.2 Staff Management – How to Edit Staff’s Information?
2.3 Staff Management – Resign, Deactivate, Suspend & Unassign
3.1.1 Leave Setup – Step 1: Define Leave Types
3.1.2 Leave Setup – Step 2: Leave Entitlement Defaults
3.1.3 Leave Setup – Step 3: Process Leave Entitlements
3.2.1How to Manage Leave Application for Staff (HR / Admin)
3.2.2 How to Approve Leave Application for Staff (HR / Admin)
Payroll
Pricebook
CRM
1.1 CRM Configurations – Company Settings
1.2 CRM Configurations – Base Selection Entities
1.3 CRM Configurations – Payment Methods
1.4 CRM Configurations – Phone Call Categories
1.5 CRM Configurations – Industry
1.6 CRM Configurations – Meeting Categories
2.0 Contact Book Overview (Leads, Accounts and Contacts)
2.1.1 How to Convert Lead to Account
2.2.1 How to Reassign Accounts
3.0 Financial Transactions Overview
3.2 How to Manage Order Acceptance
Accounting
1.0 Accounting Configurations – Wizards
1.1 Accounting Configurations – Accounting Period
1.2 Accounting Configurations – Reference Number
2.0 Understanding Chart of Accounts
3.0 End-to-End Customer Transactions Overview
3.1 How to Create and Manage Customer (Debtor)
3.2 How to Create and Manage Invoice
3. 3 How to Create and Manage Receipt (Receive Payment)
3.4 How to Create and Manage Credit Note
3.5 How to Create and Manage Debit Note
4.0 End-to-End Supplier Transactions Overview
4.1 How to Create and Manage Supplier (Creditor)
4.2.1 How to Create and Manage Receive Invoice
4.2.2 How to Create and Manage Self-Billed Invoice
4.3 How to Create and Manage Payment (Issue Payment / Payment Voucher)
4.4 How to Create and Manage Received Credit Note
How to Manage Company Bank Account
You can set up your company’s bank accounts in this section.
The bank information entered here will be used for:
- Showing bank details on invoices
- Payroll processing (if selected)
- Accounting and reporting purposes
? Where Can I Access Bank Settings?
1️⃣ Go to Global Configurations > Settings > Banks > View List
You will see the list of existing public holidays and buttons for managing them:
➕ How to Add a New Bank Account
1️⃣ Click Add
2️⃣ Fill in the required information:
? Select Chart of Account (Important Step)
After filling in the bank details:
1️⃣ Scroll to the bottom of the page
2️⃣ Select the Chart of Account for the bank
⚠️ Only accounts under Current Assets (Bank Accounts) will be available for selection.
? Important:
If you do not see any account under Current Assets (Bank Accounts), you must complete the Accounting Setup first.
3️⃣ Click Save
✅ Your new bank account is now successfully added.
✏️ How to Edit a Bank Account
1️⃣ Click Edit next to the bank account
2️⃣ Update the necessary information
3️⃣ Click Save
? How to Delete a Bank Account
1️⃣ Click Delete next to the bank account
2️⃣ Confirm deletion
⚠️ Make sure the bank account is not linked to active invoices, payroll, or accounting entries before deleting.